Consilium Wealth Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.37M Buy
68,912
+1,538
+2% +$120K 1.59% 17
2026
Q1
$5.28M Buy
67,374
+1,389
+2% +$109K 1.8% 16
2025
Q4
$5.2M Buy
65,985
+3,184
+5% +$251K 1.92% 16
2025
Q3
$4.96M Buy
62,801
+4,195
+7% +$330K 1.91% 15
2025
Q2
$4.61M Buy
58,606
+901
+2% +$70.4K 1.95% 15
2025
Q1
$4.52M Buy
57,705
+1,927
+3% +$150K 2.26% 14
2024
Q4
$4.31M Buy
+55,778
New +$4.33M 2.06% 15

Other funds holding BSV

Consilium Wealth Advisory's BSV Position: Q2 2026 in Review

Consilium Wealth Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.3% in Q2 2026, buying an estimated $120K and bringing the position to 68,912 shares worth $5.37M. The position accounts for 1.59% of the portfolio, ranked #17.

Consilium Wealth Advisory first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,360 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Consilium Wealth Advisory held 68,912 shares of Vanguard Short-Term Bond ETF worth $5.37M as of Q2 2026.
  • Consilium Wealth Advisory bought 1,538 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $120K.
  • Vanguard Short-Term Bond ETF made up 1.59% of Consilium Wealth Advisory's portfolio in Q2 2026, its #17 holding.
  • Consilium Wealth Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.